Lifecourse Capital, Inc.

Lifecourse Capital, Inc.

Madison, Alabama

Lifecourse Capital, Inc. is a small investment advisory firm based out of Madison, AL, offering comprehensive financial services to individuals and employers. With its main office in Madison, Lifecourse Capital, Inc. operates with a team of four dedicated professionals, three of whom specialize in providing investment advisory services. Backed by their extensive expertise, Lifecourse Capital, Inc. manages an impressive average of approximately $36,440,000 in assets per investment advisor. The firm's compensation structure encompasses various types, such as a percentage of assets under management, fixed fees, and hourly charges, e...see more

Assets Under Mgmt

$109.31M

Investment Professionals

3

Locations

0

% 401K & Individual

83%

% Discretionary

100%

Compensation Structure

  • A percentage of assets under your management
  • Hourly Charges
  • Fixed Fees

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses

Other Business Activities

  • Registered representative of a broker-dealer
  • Insurance broker or agent
  • Other Financial product salesperson

Disclosures

  • Found to have been involved in a violation of self-regulatory organizations rules

Reviews for Lifecourse Capital, Inc.

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